Key investment points
Zhongtai Securities Co.Ltd(600918) the small and medium-sized market research team combed and studied the companies approved by the CSRC for IPO registration in the latest week (2022.01.17-2022.01.23) of gem, science and innovation board and Beijing stock exchange, and launched the weekly special research report on new shares. This weekly report involves 4 enterprises to be issued on the science and innovation board and 4 enterprises to be issued on the gem:
Kechuang board:
Junpu intelligence (a20495. SH): the company is a global supplier of intelligent manufacturing equipment, mainly engaged in the R & D, production, sales and service of complete sets of customized assembly and testing intelligent manufacturing equipment and digital software. The compound annual growth rates of the company’s revenue and net profit from 2017 to 2020 were 16.07% and 14.01% respectively. The market space in the field of intelligent equipment manufacturing is broad and has a stable growth. With the enhancement of the company’s R & D and production capacity promoted by raised investment projects, the company is expected to further improve its industry strength and market position.
Silinger (a21279. SH): the company is a high-tech enterprise mainly engaged in the design, R & D, production and sales of industrial automation testing products such as embedded intelligent instrument modules. The compound annual growth rates of the company’s revenue and net profit from 2018 to 2020 were 24.69% and 18.03% respectively, with outstanding growth capacity. With the support and guidance of national policies, the market in the field of electronic measuring instruments is broad and has a stable growth. With the raised investment projects promoting the improvement of the company’s R & D capacity, production efficiency and management level and the shortening of the R & D cycle of new products, the company is expected to further improve its industry strength and market position.
He’s Ophthalmology (a20428. SZ): the company is a group chain medical institution integrating medical teaching and research, adopting the three-level eye health medical service model and committed to the whole life cycle eye health management. The compound annual growth rate of the company’s revenue from 2017 to 2020 was 20.73%, with good growth capacity. There is a certain market demand in the ophthalmic medical industry. With the promotion of raised investment projects, the company’s R & D and production capacity are enhanced, and the prevalence of various eye diseases is on the rise. At the same time, a large number of basic needs for ophthalmic treatment are gradually upgraded to medium and high-end needs. Under the joint action of increased demand and consumption upgrading, the company is expected to further improve its industry strength and market position.
Huashi Technology (a20734. SZ): the company is a high-tech enterprise committed to providing information system integration and technical services for smart city industry customers. The compound annual growth rates of the company’s revenue and net profit from 2017 to 2020 were 26.49% and 26.82% respectively, and the growth capacity was higher than the average level of comparable companies in the same industry. Smart city has a broad market and steady growth. With the raising and investment projects promoting the improvement of the company’s technology R & D capability, the overall level of independent innovation, and the enhancement of the production capacity and service capacity of core products, the company is expected to further improve its industry strength and market position.
Gem:
Softcom power (a21015. SZ): softcom power’s main business is to provide end-to-end software and digital technology services and digital operation services for customers in many industries such as communication equipment, Internet services, finance, high technology and manufacturing. From 2017 to 2020, the compound annual growth rates of the company’s revenue and net profit attributable to the parent company were 22.86% and 334.84% respectively, with outstanding revenue growth ability. China National Software And Service Company Limited(600536) and information technology service industry showed a steady and positive development trend, with rapid growth in revenue and profit, and a steady increase in the number of employees. The implementation and implementation of raised investment projects will significantly improve the company’s production capacity and R & D capacity, and is expected to further improve the company’s market share and its own competitive strength.
Newtag (a20712. SZ): the company’s main products include automotive suspension shock absorption support, suspension system plastic parts, interior and exterior decoration plastic parts and other automotive parts products that adapt to the trend of automotive lightweight, energy conservation and environmental protection. The compound annual growth rates of the company’s revenue and net profit attributable to the parent company from 2017 to 2020 were 31.18% and 40.80% respectively, and the growth capacity was higher than the average level of comparable companies in the same industry. With the development trend of energy conservation and emission reduction policies and lightweight, it has brought new development space to the development of auto parts. Through the implementation of the fund-raising investment project, the company’s technical level, R & D strength, production scale and production efficiency will be significantly improved, which will help the company achieve the strategic goal of becoming a leading supplier of automotive parts lightweight in China.
Zhongke Jiangnan (a15300. SZ): Based on the relevant technologies of electronic treasury payment and financial information construction, the company provides financial, financial, security, service and other overall solutions to financial departments at all levels, financial institutions, administrative institutions and other customers. The compound annual growth rates of the company’s revenue and net profit from 2017 to 2020 were 31.43% and 38.89% respectively. The overall operating revenue and net profit increased rapidly during the reporting period. Overall, the growth capacity of Zhongke Jiangnan is higher than the average level of comparable companies in the same industry. With the rapid development of financial business, fund-raising investment projects will help the company further improve product competitiveness and improve its industry strength and market position.
Harbin Welding Huatong (a20730. SZ): the company is engaged in the R & D, production and sales of various fusion welding materials, and provides hundreds of varieties of various series, such as carbon steel welding wire, low alloy steel welding wire, stainless steel welding wire, aluminum alloy welding wire, nickel base welding wire, flux cored welding wire, special welding rod, flux and welding strip. Some products have realized the localization of welding materials, In addition, the technical level of some products is at the international leading and advanced level, filling the gap in China. The compound annual growth rates of the company’s revenue and net profit from 2017 to 2020 were 16.18% and 21.22% respectively. The operating revenue and net profit increased rapidly during the reporting period. With the continuous acceleration of China’s industrialization, the upgrading of welding materials has accelerated. The raised investment project is conducive to further improve the company’s process technology and production capacity, and the company is expected to improve its industry strength and market position.
Risk tips: 1) the corresponding companies still have the risk of failure to be listed due to special events; 2) The research is only based on the prospectus (Registration draft) and other public materials of the corresponding company, which can not fully reflect the latest situation of the company.
